Retirement plan

AUTOMATIC WILBERT VAULT CO., INC. PROFIT SHARING PLAN AND TRUST

Name: AUTOMATIC WILBERT VAULT CO., INC. - AUTOMATIC WILBERT VAULT CO., INC. PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: AUTOMATIC WILBERT VAULT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTOMATIC WILBERT VAULT CO., INC. PROFIT SHARING PLAN AND TRUST, AUTOMATIC WILBERT VAULT CO., INC.

AUTOMATIC WILBERT VAULT CO., INC.EIN 91-0133280Plan #002PY 2020

P.O. BOX 45517 - TACOMA, WA 98448253-531-2656automaticwilbert.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+19.8% from 2019

Total participants

+13.3% from 2019

Average account balance

$113,824

+5.7% from 2019

Annual return

12.61%

-3.95 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$138K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$9079

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$567 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.381%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$113,824

$118,708-4.1%

$98,920+15.1%

$158,982-28.4%

Participation rate

100.0%

77.8%+22.2pp

76.0%+24.0pp

82.0%+18.0pp

Annual return

12.61%

372.49%-359.9pp

196.47%-183.9pp

302.99%-290.4pp

Employer contribution / active EE

$8,885

$3,334+166.5%

$2,689+230.4%

$4,763+86.5%

Participant deferral / active EE

$5,089-100.0%

$4,245-100.0%

$5,983-100.0%

Admin fee / account holder

$433

$10,134-95.7%

$6,643-93.5%

$11,252-96.1%

AUTOMATIC WILBERT VAULT CO., INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTOMATIC WILBERT VAULT CO., INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion